Kelse Shilene Puri

Current Employers

Employment History

• 06/2019 → 08/2021
  Continental Investors Services, Inc.
  Caldwell, ID
• 08/2008 → 05/2019
  Teton Sales Co. Llc
  Caldwell, ID
• 04/2011 → Present
  Rediscover Websites
  Wilder, ID
• 09/2021 → 09/2025
  Avantax Investment Services Inc.
  Homedale, ID
• 09/2021 → 09/2025
  Avantax Advisory Services
  Homedale, ID
• 09/2021 → Present
  Parker Advisors
  Homedale, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Homedale, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-02 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Homedale, ID
• 2021-08-03 → 2021-08-11
  Continental Investors Services, Inc.
  Caldwell, ID

Other Businesses

1) PARKER ADVISORS POSITION: Associate Advisor NATURE: Assisting with the financial planning and investment management process by executing and maintaining the details of assigned client investment plans and servicing their needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 96 START DATE: 09/01/2021 ADDRESS: 19 E Wyoming Ave, Homedale ID 83628, United States DESCRIPTION: Duties and responsibilities will include meeting with clients and prospects and documenting client interactions, preparing reports and other material for meetings, and completing follow up work after meetings, assistance in model portfolio design, administrative tasks and assisting clients with paperwork, forms and special requests. 2) REDISCOVER WEBSITES POSITION: Owner NATURE: Rediscover Websites is a freelance website design company I started. After assisting friends and family with their websites over the years I turned my hobby into a small website design business. I create websites for local businesses, volunteer organizations and other business professionals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2011 ADDRESS: 25969 Graphic Ln, Wilder ID 83676, United States DESCRIPTION: I assist clients with logo design and branding, online marketing strategies, website development and design, and website maintenance. 3) TAX FREEDOM BUILDERS POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2025 ADDRESS: 19 E Wyoming Ave, PO BOX 905, Homedale ID 83628, United States DESCRIPTION: My duties involve curating educational content, building networks with potential clients, maintain a consistent brand voice across all platforms, including social media, blogs, and potential client communications.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-30

Other Names

• Kelse Shilene Williams